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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$49.3M +$2.69M +28,608 +6%
Ameriprise
2
Ameriprise
Minnesota
$45.5M -$755K -8,032 -2%
Morgan Stanley
3
Morgan Stanley
New York
$44.1M -$5.37M -57,104 -10%
EH
4
Equitable Holdings
New York
$36M -$200K -2,130 -0.6%
LPL Financial
5
LPL Financial
California
$22.4M +$262K +2,792 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$19.6M +$968K +10,298 +5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15.3M +$300K +3,196 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$15.2M +$187K +1,990 +1%
WA
9
Win Advisors
Florida
$14.9M +$15.5M +165,387 New
Osaic Holdings
10
Osaic Holdings
Arizona
$13.6M +$7.39M +78,629 +107%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.8M -$780K -8,304 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.6M +$6.86M +73,004 +163%
Bank of America
13
Bank of America
North Carolina
$10.3M +$1.24M +13,157 +13%
WFL
14
Wealth Forward LLC
North Dakota
$8.97M +$150K +1,593 +2%
UBS Group
15
UBS Group
Switzerland
$8.8M -$203K -2,165 -2%
Corient Private Wealth
16
Corient Private Wealth
Florida
$8.62M +$272K +2,890 +3%
CFWMA
17
Center for Wealth Management Advisory
Ohio
$8.4M +$91.4K +973 +1%
GIA
18
Gladstone Institutional Advisory
Florida
$7.48M -$154K -1,640 -2%
Wells Fargo
19
Wells Fargo
California
$7.46M -$125K -1,331 -2%
MFG
20
Merit Financial Group
Georgia
$6.57M -$32.2K -343 -0.5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$5.69M -$31.9K -340 -0.5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.52M +$1.93M +20,571 +69%
CFS
23
Commonwealth Financial Services
West Virginia
$3.98M +$105K +1,113 +3%
CAG
24
Crestwood Advisors Group
Massachusetts
$3.8M -$36.9K -393 -0.9%
BAMG
25
Brand Asset Management Group
Missouri
$3.52M -$74.4K -792 -2%